Aristotle Atlantic’s Large Cap Growth Sold Adobe (ADBE) Due to Concerns of Increased Competition

Aristotle Atlantic Partners, LLC, an investment advisor, released its “Large Cap Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the quarter, the US equity market rallied, with the S&P 500 Index reaching 8.12%. Bonds also finished higher in the period, with the Bloomberg U.S. Aggregate Bond Index increasing 2.03%. The letter discussed market review, quarterly performance, and attribution analysis. Aristotle Atlantic’s Large Cap Growth strategy returned 9. ...